2026-04: media and AI driving US stocks; AI and material costs driving global assets

Media and AI are computed as top causal predictors of US three major stock indices: Nasdaq 100, S&P 500 and Dow Jones Industrial Average, as of 2026-04-28 market close.

The prediction target date is the day in six months. The engine is generic and can be configured with other prediction horizons.

Search for QQQ.US;SPY.US;DIA.US (including semicolons) on tsterm.com,

AI and material costs (for consumer and manufacturing) are computed as top causal predictors for global assets, which consist of assets ex-US, and not only stocks, but all asset classes, including foreign exchange, bonds, etc.

On tsterm.com homepage,

The “10-year treasury inflation-indexed security, constant maturity” above is the real inflation rate that an investor receives after accounting for inflation, computed from the price of the TIPS (Treasury Inflation-Protected Security) bond for 10-year maturity.

Note how the strength of the US dollar versus other currencies seems to be a common theme in the computed causal predictors.